Energy is a multi-multi-trillion-dollar vertical that is undergoing a radical transformation. We are moving headfirst into a fully renewable energy system led by low-cost and high-efficiency technologies. Whether they realize it or not, fossil fuel companies are destined to decay. Many of them are already stranded assets, only waiting to be written down. I’m not yet ready to discuss the companies we’re studying in this field, but for me, it’s very exciting. Both battery energy storage systems—and software that optimizes the grid—are areas we are going deep on right now.
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